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Elevance Health
ELV

Overview Fund Activity

1,204 hedge funds and large institutions have $77.7B invested in Elevance Health in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 433 increasing their positions, 438 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+40
Holders Change %
+3.44%
% of All Funds
21.2%
Holding in Top 10
37
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+68.18%
% of All Funds
0.65%
New
126
Increased
433
Reduced
438
Closed
80
Calls
$571M
Puts
$656M
Net Calls
-$84.9M
Net Calls Change
+$15.4M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$421M
2
Artisan Partners
Artisan Partners
Wisconsin
+$343M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$288M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$257M
5
EIG
EdgePoint Investment Group
Ontario, Canada
+$188M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$666M
2
Invesco
Invesco
Georgia
-$284M
3
DZ Bank
DZ Bank
Germany
-$246M
4
OAG
Orbis Allan Gray
Bermuda
-$186M
5
VVP
Vulcan Value Partners
Alabama
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
901
Horan Securities
United States
$323K – – –
PPP
902
Private Portfolio Partners
New Jersey
$321K – – –
BOPW
903
Brandywine Oak Private Wealth
Pennsylvania
$320K -$16.8K -47 -5%
CIP
904
Convergence Investment Partners
Florida
$319K -$3.58K -10 -1%
BP
905
BBR Partners
New York
$319K +$32.3K +90 +11%
FFA
906
Founders Financial Alliance
North Carolina
$317K +$59K +148 +23%
GLA
907
Good Life Advisors
Pennsylvania
$316K +$316K +882 New
PWM
908
PBMares Wealth Management
Virginia
$314K -$76K -212 -19%
CWG
909
Cornerstone Wealth Group
North Carolina
$312K -$22K -57 -7%
CCA
910
Column Capital Advisors
Indiana
$309K – – –
T
911
TOBAM
France
$309K – – –
CC
912
Constitution Capital
Connecticut
$305K – – –
WPP
913
Whalerock Point Partners
Rhode Island
$303K – – –
FIM
914
Freedom Investment Management
Connecticut
$302K -$110K -305 -27%
LA
915
Latitude Advisors
Florida
$299K -$15.1K -42 -5%
BAIA
916
Bel Air Investment Advisors
California
$299K +$299K +833 New
ST
917
Spinnaker Trust
Maine
$298K +$1.43K +4 +0.5%
SIC
918
Salem Investment Counselors
North Carolina
$296K +$24.8K +69 +9%
SBH
919
Segall Bryant & Hamill
Illinois
$296K +$35.9K +100 +14%
FNBOSM
920
First National Bank of South Miami
Florida
$291K +$57.1K +159 +24%
GWM
921
GSB Wealth Management
Connecticut
$288K +$288K +802 New
MHC
922
Meyer Handelman Company
New York
$287K – – –
BMC
923
Beaton Management Company
Massachusetts
$287K – – –
IA
924
IFP Advisors
Florida
$286K -$38.9K -108 -12%
GDP
925
Great Diamond Partners
Maine
$286K +$7.53K +21 +3%
35 36
37
38 39